Business Details
Trusted Tax & Accounting Services in Greer, SC
Stevenson Tax & Accounting is a family-owned firm founded by David and Ricky Stevenson, dedicated to delivering exceptional service to clients. With decades of combined experience in financial management, taxation, and business operations, we specialize in individual and corporate tax preparation, bookkeeping, tax planning, and resolution services. Our commitment to personalized attention ensures clients receive maximum refunds and strategic financial guidance.As the Endorsed Local Provider for the Dave Ramsey Show in Upstate SC, we align our services with Dave Ramseys principles to help clients achieve financial clarity. Serving Greenville, Greer, Simpsonville, and clients across 20+ states and international locations, we combine local expertise with global reach to meet diverse accounting needs.
Services
Individual Tax Preparation
Corporate Tax Preparation
Bookkeeping
Tax Planning
Tax Resolution
Business Organization
Payroll Services
Accounting System Design
Highlights and features
- We offer 35+ years of combined experience in tax and accounting services.
- Our team includes a Certified Public Accountant and Enrolled Agent.
- We are the Dave Ramsey Show's Endorsed Local Provider for tax services.
- We provide year-round accounting support beyond tax season.
- Our personalized approach ensures tailored solutions for every client.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Individual Tax Preparation
Our individual tax preparation service ensures maximum refunds through personalized and accurate income tax return filing. We prioritize client-specific deductions and credits while maintaining compliance with current tax laws. Our friendly team simplifies the process for taxpayers in Greenville, Greer, and beyond.
Corporate Tax Preparation
We handle all sizes and types of business tax returns, including partnerships and S corporations. Our expertise ensures timely compliance with federal and state regulations. Clients benefit from strategic planning to minimize liabilities and optimize financial outcomes for their operations.
Bookkeeping
Full-cycle bookkeeping services include bank reconciliation, budget preparation, and financial statement creation. We support small to medium businesses with accurate record-keeping and cash flow analysis. Our systems streamline accounting processes for long-term financial stability.
Tax Resolution
Tax resolution services address back tax issues through offers in compromise and negotiation with the IRS. We guide clients through audits and debt settlement to achieve fair solutions. Our goal is to reduce penalties and restore financial peace of mind.
Business Organization
We assist in setting up businesses with entity selection, registration, and organizational structure. Services include LLC formation and payroll system implementation. Our guidance ensures new ventures establish strong financial foundations aligned with long-term goals.
People
David Stevenson
President, CPA
David Stevenson, a Certified Public Accountant with over 35 years of experience, specializes in financial management, taxation, and business turnarounds. He has served as CFO, controller, and treasurer for diverse companies, providing strategic leadership in accounting and operations.
Ricky Stevenson
Vice President, Enrolled Agent
Ricky Stevenson, an Enrolled Agent with a Masters in Accounting, focuses on individual and small business taxation. He offers expertise in payroll, QuickBooks, and financial services, combining technical knowledge with client-focused solutions for tax and accounting needs.
Questions
What services does Stevenson Tax & Accounting offer?
We provide individual and corporate tax preparation, bookkeeping, tax planning, tax resolution, LLC formation, payroll services, and business consulting.
Are your services available year-round?
Yes, while we specialize in tax season, we offer year-round accounting and consulting services for ongoing financial needs.
What makes you the Dave Ramsey Show's Endorsed Local Provider?
We align our tax and accounting services with Dave Ramsey’s financial principles, helping clients achieve debt-free living and smart money management.
Do you serve clients outside South Carolina?
Yes, we serve clients in over 20 U.S. states and internationally, combining local expertise with remote accessibility.
What is your tax season referral program?
Refer a friend during tax season and receive a $25 credit toward your next year’s tax return as a thank-you.
